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Livermore
Livermore
ZHEN

Highlander Partners, L.P.

SEC CIK
0001903866
Latest filing
Jul 28, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 28, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
44
−1 vs. Q1 2026
Portfolio value
$298.3M
+$42.8M (+16.7%) vs. Q1 2026
Filed
Jul 28, 2026
SEC
Holdings of Highlander Partners, L.P. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
VRTVertiv Holdings CoCOM CL A197,569$66.2M22.2%−66,000−25.0%ReducedHistory
BXBlackstone Inc.COM238,600$28.1M9.4%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock79,200$27.7M9.3%00.0%UnchangedHistory
SGISomnigroup International Inc.COM329,500$25.8M8.7%+315,500+2,253.6%AddedHistory
AMZNAmazon Com IncStock104,000$24.8M8.3%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM122,980$14.4M4.8%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock30,000$12.9M4.3%00.0%UnchangedHistory
SPXCSPX Technologies, Inc.COM52,250$12.8M4.3%00.0%UnchangedHistory
TCBITexas Capital Bancshares IncCOM123,842$12.8M4.3%00.0%UnchangedHistory
SUNBSunbelt Rentals Holdings, Inc.SHS150,000$11.2M3.8%+150,000NewHistory
DHRDanaher CorpStock58,000$11.0M3.7%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR87,200$8.37M2.8%00.0%UnchangedHistory
DAKTDaktronics IncCOM400,000$7.82M2.6%00.0%UnchangedHistory
PSNParsons CorpCOM122,400$6.41M2.1%−133,500−52.2%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM81,800$5.08M1.7%00.0%UnchangedHistory
GWREGuidewire Software, Inc.COM33,000$4.06M1.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF4,000$2.99M1.0%00.0%UnchangedHistory
DSGRDistribution Solutions Group, Inc.COM85,899$2.35M0.8%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,900$2.11M0.7%00.0%Unchanged–
MDAISpectral AI, Inc.COM CL A900,000$1.56M0.5%00.0%UnchangedHistory
DMLPDorchester Minerals, L.P.COM UNIT33,077$835.2K0.3%00.0%UnchangedHistory
MPLXMPLX LPCOM UNIT REP LTD14,291$805.0K0.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,200$786.2K0.3%00.0%UnchangedHistory
CWSTCasella Waste Systems IncCL A6,000$581.8K0.2%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock14,000$514.6K0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock1,500$491.0K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock2,500$452.3K0.2%00.0%UnchangedHistory
GLDSPDR Gold TrustETF1,160$427.3K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,300$424.1K0.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,050$391.7K0.1%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF2,360$370.4K0.1%00.0%Unchanged–
PAGPPlains GP Holdings LPLTD PARTNR INT A15,000$364.1K0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock725$362.8K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock2,000$338.1K0.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,080$326.6K0.1%00.0%UnchangedHistory
KRPKimbell Royalty Partners, LPUNIT22,000$319.7K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock550$309.8K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,000$273.4K0.1%00.0%UnchangedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT6,100$266.9K0.1%00.0%UnchangedHistory
ARCCAres Capital CorpCEF14,000$259.4K0.1%00.0%UnchangedHistory
VVisa Inc.Stock700$240.2K0.1%00.0%UnchangedHistory
SLBSLB LimitedStock5,040$234.3K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock625$220.4K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock1,000$205.0K0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Highlander Partners, L.P. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
State Street SPDR S&P Regional Banking ETF78464A698ETF100,000$6.51M2.5%–
iShares Tr464287184CHINA LG-CAP ETF6,000$215.4K0.1%–